BBJS Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

BBJS Financial Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$7.08K	Sell	137 -173	-56%	-$8.12K	﹤0.01%	118
2024 Q2	$12.9K	Buy	310 +177	+133%	+$7.92K	﹤0.01%	118
2024 Q1	$7.24K	Buy	133 +1	+0.8%	+$51	﹤0.01%	102
2023 Q4	$6.76K	Buy	132 +2	+2%	+$105	﹤0.01%	97
2023 Q3	$7.57K	Buy	130 +1	+0.8%	+$61	﹤0.01%	95
2023 Q2	$8.26K	Buy	129 +1	+0.8%	+$67	﹤0.01%	91
2023 Q1	$8.88K	Buy	128 +1	+0.8%	+$71	﹤0.01%	90
2022 Q4	$9.14K	Buy	+127	New	+$9.58K	﹤0.01%	96

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBJS Financial Advisors's BMY Position: Q3 2024 in Review

BBJS Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 56% in Q3 2024, selling an estimated $8.12K and leaving 137 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #118.

BBJS Financial Advisors first reported a position in BMY in Q4 2022 and has held it in 8 quarters since. The position peaked at $12.9K in Q2 2024. 2,258 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

BBJS Financial Advisors held 137 shares of Bristol-Myers Squibb worth $7.08K as of Q3 2024.
BBJS Financial Advisors sold 173 Bristol-Myers Squibb shares in Q3 2024, an estimated $8.12K.
Bristol-Myers Squibb made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #118 holding.
BBJS Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's Bristol-Myers Squibb position peaked at $12.9K in Q2 2024.
2,258 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.